tiprankstipranks

New Portfolio - New Portfolio

Daniel Lars

New Portfolio
Individual Investor
Ranked #319,835 out of 775,923 TipRanks' Investors
Success Rate
52%
14 out of 27
profitable transactions
Average Return
15.30%
Average return
per transaction
Share this portfolio:

Allocation

Top Stocks
26.20% SCHD
22.49% ET
13.34% BMY
13.22% JPST
11.64% PFS
13.11% Others
By Assets
45.34% Stocks
29.50% ETFs
25.15% Cash
0.00% Funds
0.00% Cryptocurrency
By Sector
39.42% General
25.13% Energy
14.12% Financial
13.34% Healthcare
8.00% Industrials

Portfolio Holdings

Name
Price
Price Change
Analyst Price Target
Analyst Consensus
Smart Score
Market Cap
Yearly Gain
Follow
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SCHD
SCHD
< ETF >
Schwab US Dividend Equity ETF
$27.29
$0.36
(1.34%)
premium
435 Buy
438 Hold
76 Sell
Moderate Buy
premium
$64.08B
7.94%
ET
Energy Transfer
$18.86
$0.59
(3.23%)
premium
8 Buy
1 Hold
0 Sell
Strong Buy
premium
$64.58B
37.06%
GEO
Geo Group
$27.51
$0.49
(1.75%)
premium
2 Buy
1 Hold
0 Sell
Moderate Buy
premium
$3.85B
144.97%
EGY
Vaalco Energy
$4.31
$0.02
(0.47%)
premium
3 Buy
0 Hold
0 Sell
Strong Buy
premium
$447.13M
-7.51%
MVBF
MVB Financial
$21.25
$1.29
(6.46%)
premium
1 Buy
0 Hold
0 Sell
Moderate Buy
premium
$275.01M
-6.80%
PFS
Provident Financial Services
$19.06
$0.42
(2.25%)
premium
4 Buy
0 Hold
0 Sell
Strong Buy
premium
$2.49B
4.15%
BMY
Bristol-Myers Squibb
$57.33
$1.03
(1.83%)
premium
6 Buy
10 Hold
1 Sell
Moderate Buy
premium
$116.28B
9.64%
JPST
JPST
< ETF >
JPMorgan Ultra-Short Income ETF
$50.50
$0.03
(0.06%)
premium
premium
$27.85B
0.18%